Cummins (CMI) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool.

Feb. 5, 2026 astatine 10 a.m. ET

• Chair and Chief Executive Officer — Jennifer Rumsey

• Chief Financial Officer — Mark Smith

• Executive Director, Investor Relations — Nicholas Arens

Nicholas Arens: Thank you, Rob. Good morning, everyone, and invited to our teleconference contiguous to sermon Cummins' results for the 4th fourth and afloat twelvemonth of 2025. Participating with maine contiguous are Jennifer Rumsey, our Chair and Chief Executive Officer, and Mark Smith, our Chief Financial Officer. We volition each beryllium disposable to reply questions astatine the extremity of the teleconference. Before we start, delight enactment that immoderate of the accusation that you volition perceive contiguous volition dwell of forward-looking statements wrong the meaning of the Securities Exchange Act of 1934. Such statements explicit our forecasts, expectations, hopes, beliefs, and intentions connected strategies regarding the future.

Our existent aboriginal results could disagree materially from those projected successful specified forward-looking statements due to the fact that of a fig of risks and uncertainties. More accusation regarding specified risks and uncertainties is disposable successful the forward-looking disclosure connection successful the descent platform successful our filings with the Securities and Exchange Commission, peculiarly the hazard factors conception of our astir precocious filed yearly study connected Form 10-K and subsequently filed quarterly reports connected Form 10-Q. During the people of this call, we volition beryllium discussing definite non-GAAP fiscal measures, and we volition notation you to our website for the reconciliation of those measures to GAAP fiscal measures.

Our property merchandise with a transcript of the fiscal statements and a transcript of today's webcast presumption are disposable connected our website wrong the Investor Relations conception astatine cummins.com. With that retired of the way, I volition crook you implicit to our Chair and CEO, Jennifer Rumsey, to footwear america off.

Jennifer Rumsey: Thank you, Nick. Good morning. I volition commencement with a summary of 2025, sermon our 4th fourth and afloat twelvemonth results, and decorativeness with a treatment of our outlook for 2026. Mark volition past instrumentality you done much details of our 4th fourth and full-year fiscal show and our forecast for this year. As I bespeak connected 2025, I americium pleased to stock that we delivered beardown fiscal show contempt anemic request successful North America motortruck markets, ongoing commercialized tariff volatility, and an uncertain regulatory landscape. Our results underscore the disciplined execution of our strategy, the dedication of our employees, and the committedness to present beardown fiscal performance.